SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-08 |
| Reported value | $227,277,741 |
| Positions | 46 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $31,874,036 | 434,192 |
| SCHWAB STRATEGIC TR | SCHV | US LCAP VA ETF | $30,836,737 | 885,859 |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $30,096,459 | 889,375 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $28,607,235 | 401,505 |
| VANECK ETF TRUST | MOAT | MRNGSTR WDE MOAT | $22,876,361 | 220,050 |
| SCHWAB STRATEGIC TR | SCHO | SHT TM US TRES | $18,848,020 | 780,780 |
| SCHWAB STRATEGIC TR | FNDF | FUNDAMENTAL INTL | $14,201,008 | 269,162 |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $9,233,189 | 255,555 |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $5,562,082 | 57,680 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $5,437,513 | 91,096 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.